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Compiled from SEC Form N-PX filings and Legence Corp.’s Form 8-K, filed 2026-06-11 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Proxy season: 2025-2026
Explore Legence Corp. in the interactive database Compare manager voting policies
These tallies are Legence Corp.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-11 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: David Coghlan | 96,766,776 | -- | -- | 1,481,954 | 2,093,845 | Majority: yes |
| Elect Director: Bilal Khan | 77,227,300 | -- | -- | 21,021,430 | 2,093,845 | Majority: yes |
| Proposal 2: Approval, on a Non-Binding Advisory Basis, of 2026 Named Executive Officer Compensation | 95,847,463 | 2,119,206 | 282,061 | -- | 2,093,845 | Passed |
| Proposal 4: Approval of the Legence Corp | 98,024,042 | 4,856 | 219,832 | -- | 2,093,845 | Passed |
| Proposal 5: Ratification of the Appointment of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for Fiscal Year 2026 | 100,320,150 | 17,381 | 5,044 | -- | -- | Majority: yes |
Source: Legence Corp., Form 8-K, filed with the SEC on 2026-06-11 — read the filing on EDGAR.
Each item below shows how the 266 asset managers that disclosed a Legence Corp. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Legence Corp.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 7 wordings of this item as funds reported it.
98% Passed · of votes cast
Legence Corp.’s own tally for this item (“Proposal 2: Approval, on a Non-Binding Advisory Basis, of 2026 Named Executive Officer Compensation”): 95,847,463 for, 2,119,206 against — passed, per its Form 8-K filed 2026-06-11 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 265 asset managers below cast 97% of the shares they voted on this item FOR (64,195,112 for, 1,899,567 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Janus Henderson | 6,915,202 | 0 | 0 | 0 | For |
| Vanguard | 5,702,817 | 2 | 0 | 0 | For |
| Fidelity | 5,458,639 | 0 | 0 | 0 | For |
| BlackRock | 2,892,498 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,551,896 | 0 | 0 | 0 | For |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,019,184 | 0 | 0 | 0 | For |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,813,990 | 0 | 0 | 0 | For |
| MFS | 1,790,993 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 1,595,338 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,490,354 | 0 | 0 | 0 | For |
| Loomis Sayles | 1,453,989 | 0 | 0 | 0 | For |
| Federated Hermes | 1,364,877 | 1,945 | 0 | 0 | For |
| Putnam | 1,293,965 | 0 | 0 | 0 | For |
| Munro Partners | 1,270,432 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,206,863 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 1,143,353 | 0 | 0 | 0 | For |
| BNP Paribas Asset Management Holding S.A. | 0 | 1,087,439 | 0 | 0 | Against |
| Allspring | 1,072,782 | 0 | 0 | 0 | For |
| Merewether Investment Management, LP | 1,015,242 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,000,000 | 0 | 0 | 0 | For |
| State Street | 954,397 | 1,603 | 0 | 0 | For |
| HARBOR FUNDS | 843,675 | 0 | 0 | 0 | For |
| Charles Schwab | 802,472 | 0 | 0 | 0 | For |
| Global X | 747,426 | 0 | 0 | 0 | For |
| Citadel | 704,194 | 0 | 0 | 0 | For |
Showing the 25 largest of 265 asset managers. See all 265 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% fund support · no official result
The 256 asset managers below cast 100% of the shares they voted on this item FOR (782,182 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Janus Henderson | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| BlackRock | 0 | 0 | 0 | 0 | 1 Year |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 0 | One Year |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0 | 0 | 0 | 0 | One Year |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0 | 0 | 0 | 0 | One Year |
| MFS | 0 | 0 | 0 | 0 | One Year |
| FRANKLIN ADVISERS INC | 0 | 0 | 0 | 0 | One Year |
| Franklin Custodian Funds | 0 | 0 | 0 | 0 | One Year |
| Loomis Sayles | 0 | 0 | 0 | 0 | One Year |
| Federated Hermes | 0 | 0 | 0 | 0 | 1 Year |
| Putnam | 0 | 0 | 0 | 0 | One Year |
| Munro Partners | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| BAMCO INC /NY/ | 0 | 0 | 0 | 0 | One Year |
| BNP Paribas Asset Management Holding S.A. | 0 | 0 | 0 | 0 | One Year |
| Allspring | 0 | 0 | 0 | 0 | One Year |
| Merewether Investment Management, LP | 0 | 0 | 0 | 0 | 1 Year |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 0 | 0 | 0 | One Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| HARBOR FUNDS | 0 | 0 | 0 | 0 | 1 Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| Global X | 0 | 0 | 0 | 0 | 1 Year |
| Citadel | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 256 asset managers. See all 256 in the interactive database.
99.9% Passed · of votes cast
Legence Corp.’s own tally for this item (“Proposal 4: Approval of the Legence Corp”): 98,024,042 for, 4,856 against — passed, per its Form 8-K filed 2026-06-11 (Item 5.07). Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 80 asset managers below cast 100% of the shares they voted on this item FOR (25,622,654 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,306,679 | 0 | 0 | 0 | For |
| Fidelity | 3,004,958 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,551,896 | 0 | 0 | 0 | For |
| MFS | 1,790,993 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,490,354 | 0 | 0 | 0 | For |
| BlackRock | 1,331,044 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,000,000 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 843,675 | 0 | 0 | 0 | For |
| Global X | 747,426 | 0 | 0 | 0 | For |
| Federated Hermes | 634,306 | 0 | 0 | 0 | For |
| Putnam | 509,603 | 0 | 0 | 0 | For |
| Allspring | 464,901 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 429,915 | 0 | 0 | 0 | For |
| Royce | 416,869 | 0 | 0 | 0 | For |
| Charles Schwab | 401,233 | 0 | 0 | 0 | For |
| Loomis Sayles | 398,990 | 0 | 0 | 0 | For |
| JPMorgan | 374,687 | 0 | 0 | 0 | For |
| Lord Abbett | 352,205 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 272,987 | 0 | 0 | 0 | For |
| TIAA | 245,465 | 0 | 0 | 0 | For |
| Pacific Life | 242,185 | 0 | 0 | 0 | For |
| ALGER FUNDS | 205,185 | 0 | 0 | 0 | For |
| Waddell & Reed | 193,700 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 177,707 | 0 | 0 | 0 | For |
| AMG FUNDS | 162,170 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Legence Corp.’s own tally for this item (“Proposal 5: Ratification of the Appointment of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for Fiscal Year 2026”): 100,320,150 for, 17,381 against, per its Form 8-K filed 2026-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (25,636,683 for, 3,722 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,302,956 | 3,722 | 0 | 0 | For |
| Fidelity | 3,004,958 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,551,896 | 0 | 0 | 0 | For |
| MFS | 1,790,993 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,490,354 | 0 | 0 | 0 | For |
| BlackRock | 1,331,044 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,000,000 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 843,675 | 0 | 0 | 0 | For |
| Global X | 747,426 | 0 | 0 | 0 | For |
| Federated Hermes | 634,306 | 0 | 0 | 0 | For |
| Putnam | 509,603 | 0 | 0 | 0 | For |
| Allspring | 464,901 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 429,915 | 0 | 0 | 0 | For |
| Royce | 416,869 | 0 | 0 | 0 | For |
| Charles Schwab | 401,233 | 0 | 0 | 0 | For |
| Loomis Sayles | 398,990 | 0 | 0 | 0 | For |
| JPMorgan | 374,687 | 0 | 0 | 0 | For |
| Lord Abbett | 352,205 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 272,987 | 0 | 0 | 0 | For |
| TIAA | 245,465 | 0 | 0 | 0 | For |
| Pacific Life | 242,185 | 0 | 0 | 0 | For |
| ALGER FUNDS | 205,185 | 0 | 0 | 0 | For |
| Waddell & Reed | 193,700 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 177,707 | 0 | 0 | 0 | For |
| AMG FUNDS | 162,170 | 0 | 0 | 0 | For |
Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Legence Corp.’s own tally for this item (“Elect Director: David Coghlan”): 96,766,776 for, 1,481,954 withheld, per its Form 8-K filed 2026-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 79 asset managers below cast 100% of the shares they voted on this item FOR (25,621,531 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,306,677 | 0 | 2 | 0 | For |
| Fidelity | 3,004,958 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,551,896 | 0 | 0 | 0 | For |
| MFS | 1,790,993 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,490,354 | 0 | 0 | 0 | For |
| BlackRock | 1,331,044 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,000,000 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 843,675 | 0 | 0 | 0 | For |
| Global X | 747,426 | 0 | 0 | 0 | For |
| Federated Hermes | 634,306 | 0 | 0 | 0 | For |
| Putnam | 509,603 | 0 | 0 | 0 | For |
| Allspring | 464,901 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 429,915 | 0 | 0 | 0 | For |
| Royce | 416,869 | 0 | 0 | 0 | For |
| Charles Schwab | 401,233 | 0 | 0 | 0 | For |
| Loomis Sayles | 398,990 | 0 | 0 | 0 | For |
| JPMorgan | 374,687 | 0 | 0 | 0 | For |
| Lord Abbett | 352,205 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 272,987 | 0 | 0 | 0 | For |
| TIAA | 245,465 | 0 | 0 | 0 | For |
| Pacific Life | 242,185 | 0 | 0 | 0 | For |
| ALGER FUNDS | 205,185 | 0 | 0 | 0 | For |
| Waddell & Reed | 193,700 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 177,707 | 0 | 0 | 0 | For |
| AMG FUNDS | 162,170 | 0 | 0 | 0 | For |
Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.
Combines 3 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
Legence Corp.’s own tally for this item (“Elect Director: Bilal Khan”): 77,227,300 for, 21,021,430 withheld, per its Form 8-K filed 2026-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 79 asset managers below cast 100% of the shares they voted on this item FOR (13,279,974 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,046,599 | 0 | 260,080 | 0 | For |
| Fidelity | 3,004,958 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 0 | 0 | 2,551,896 | 0 | Abstain |
| MFS | 0 | 0 | 1,790,993 | 0 | Abstain |
| Franklin Custodian Funds | 0 | 0 | 1,490,354 | 0 | Abstain |
| BlackRock | 1,331,044 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,000,000 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 0 | 0 | 843,675 | 0 | Abstain |
| Global X | 0 | 0 | 747,426 | 0 | Abstain |
| Federated Hermes | 0 | 0 | 634,306 | 0 | Abstain |
| Putnam | 509,603 | 0 | 0 | 0 | For |
| Allspring | 0 | 0 | 464,901 | 0 | Abstain |
| CONESTOGA FUNDS | 0 | 0 | 429,915 | 0 | Abstain |
| Royce | 0 | 0 | 416,869 | 0 | Abstain |
| Charles Schwab | 401,233 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 398,990 | 0 | Abstain |
| JPMorgan | 374,687 | 0 | 0 | 0 | For |
| Lord Abbett | 352,205 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 15,307 | 0 | 257,680 | 0 | Abstain |
| TIAA | 0 | 0 | 245,465 | 0 | Abstain |
| Pacific Life | 242,185 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 205,185 | 0 | Abstain |
| Waddell & Reed | 0 | 0 | 193,700 | 0 | Abstain |
| DRIEHAUS MUTUAL FUNDS | 0 | 0 | 177,707 | 0 | Abstain |
| AMG FUNDS | 162,170 | 0 | 0 | 0 | For |
Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Ghisallo Capital Management LLC | 0 | 0 | 0 | 0 | One Year |
| Wilshire Advisors LLC | 0 | 0 | 0 | 0 | One Year |
| HBK INVESTMENTS L P | 0 | 0 | 0 | 0 | One Year |
| APG Asset Management US Inc. | 0 | 0 | 0 | 0 | One Year |
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Summit Creek Advisors LLC | 0 | 0 | 0 | 0 | One Year |
| Williamson Legacy Group, LLC | 0 | 0 | 0 | 0 | 3 Years |
Ranked by the number of Legence Corp. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 67,151,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Janus Henderson | 10.30% |
| 2 | Vanguard | 8.49% |
| 3 | Fidelity | 8.13% |
| 4 | BlackRock | 4.31% |
| 5 | JANUS INVESTMENT FUND | 3.80% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.01% |
| 7 | WESTFIELD CAPITAL MANAGEMENT CO LP | 2.70% |
| 8 | MFS | 2.67% |
| 9 | FRANKLIN ADVISERS INC | 2.38% |
| 10 | Franklin Custodian Funds | 2.22% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BCP 8/BEP 3 Holdings Manager L.L.C. | 75.42% | 13G |
| Legence Parent II ML LLC | 28.74% | DEF14A |
| FMR LLC | 5.97% | DEF14A |
| Vanguard Group | 4.81% | 13F |
| FMR (Fidelity) | 4.41% | 13F |
| BlackRock | 3.94% | 13F |
| Franklin Templeton | 3.44% | 13F |
| Geode Capital | 1.33% | 13F |
| State Street | 1.22% | 13F |
| Renaissance Technologies | 0.86% | 13F |
Percentages above are of 67,151,000 shares outstanding, as reported by Legence Corp. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Legence Corp.’s 10-Q dated 2026-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Legence Corp.'s shareholder meeting held 2026-06-11, in the 2025-2026 proxy season, 266 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,963 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on a non-binding advisory basis, the compensation of our named executive officers — the proposal passed with 98% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: Legence Corp.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-06-11.
Legence Corp. proxy season coverage: 2025-2026 (this page).